See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,997 | $99,985-28.0% | $146,665-50.9% | $85,850-16.1% |
| Participation rate | 89.3% | 73.1%+16.2pp | 80.1%+9.2pp | 69.3%+20.0pp |
| Annual return | 15.59% | 18.93%-3.3pp | 22.74%-7.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,890 | $2,559-26.1% | $4,136-54.3% | $2,565-26.3% |
| Participant deferral / active EE | $4,559 | $4,006+13.8% | $5,506-17.2% | $3,952+15.4% |
| Admin fee / account holder | $4,134 | $7,702-46.3% | $10,280-59.8% | $6,260-34.0% |